About this episode

The episode discusses the risks associated with the AI stock frenzy in Taiwan and South Korea and its potential impact on global markets.

Thanks to the AI boom, stock markets in Taiwan and South Korea have seen historic rallies this year. But as retail investors pile in, often using borrowed money, concerns are growing over whether this momentum is sustainable. On today’s Big Take Asia podcast, guest host Rebecca Choong Wilkins speaks with Bloomberg’s Asian markets reporter Charlotte Yang and Bloomberg Opinion’s Shuli Ren about the risks of betting on AI and how potential fallout could ripple beyond the region. Read more: Taiwanese Go Deep Into Debt to Amp 100% Stock Rally   Play Micron, Hynix and Samsung ETFs at Your Peril   Hosted by Rebecca Choong Wilkins; Produced by Naomi Ng; Reported by Charlotte Yang, Shuli Ren, Chien-Hua Wan; Edited by Paddy Hirsch, Jiyeun Lee, Julia Weaver. Fact-checking by Victor Swezey; Engineering by Taka Yasuzawa. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.

People in this episode

Host: Rebecca Choong Wilkins

Guests: Charlotte Yang, Shuli Ren

Topics covered

• AI boom
• stock markets
• retail investors
• Taiwan
• South Korea
• market risks
• global markets

Keywords

• AI
• stock market
• Taiwan
• South Korea
• retail investors
• market risks
• debt
• investing

Mentioned in this episode

Organizations: Bloomberg

Products: Micron, Hynix, Samsung ETFs

Places: Taiwan, South Korea

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